| Personal Injury
Forms: Discovery & Settlement |
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Abbreviated Table of Contents
Expanded Table of Contents
1. Initial Client Contact §100 In General §110 Initial Client Interview §110.1 Client Screening: Initial Telephone Interview §110.2 Client Screening: Initial Telephone Interview (Short Form) §111 Client Information Packets: Questionnaires and Authorization Forms §111.1 Client Interview Questionnaire §111.2 Client Interview Form (Short Form) §111.3 Client Information Sheet/Questionnaire—Personal Injury (Non-Death) Case §111.4 Client Information Sheet/Questionnaire—Wrongful Death Case §112 Client Medical History Questionnaire §112.1 Short Form Client Medical History Questionnaire §112.2 Form: Family Medical History Checklist §113 Injury and Pain Evaluation Questionnaire §113.01 Functional Status Tests §113.02 Checklist for Physician’s Determination of Effects of Pain §113.03 Form: Physician’s Determination of Effects of Pain §113.1 Checklist on Post-Traumatic Stress Disorder §113.2 Daubert and Psychological Syndrome Evidence §114 Post-Client Interview Checklist §115 Checklist on Detecting the Difficult Client §115.1 Detecting Alcohol Problems §115.2 Form: Alcohol Checklist §115.3 Drug History Checklist §115.4 Drug Use Checklist §116 Checklist on Screening Cases §116.1 Enforcing Foreign Judgments and Arbitration Awards §117 Checklist on Gaining Client Confidence §118 Proof of Malingering: The Minnesota Multi-Phasic Personality Inventory (MMPI-II) §119 Client’s Personal Injury Journal or Diary §119.1 Special Instructions to Your Client on Keeping a Personal Injury Journal or Diary §119.2 The Electronic Diary §119.3 The AMA Guides to the Evaluation of Permanent Impairment and the Client’s Personal Injury Diary §119.4 Checklist on Impairment Classification From Pain Disorders §119.5 Sample Pain Questionnaire §119.6 Checklist on Assessment of Pain Behavior §119.7 Chart: Proof of Injury and Pain §119.8 Form: Chart on Childhood Illness Checklist §119.9 School Absence Checklist §120 Information Authorizations §121 Medical Records Request (HIPAA Compliant) §121.1 HIPAA Compliant Medical Records Request (Alternative Form) §122 Authorization and Release for Psychiatric Reports and Records §123 Government Records §123.1 Authorizations to Obtain Federal Tax Records (Forms 4506 and 8821) §123.2 State Tax Returns §123.3 Social Security Records §123.3.1 Authorization for Release of Social Security Disability Records and Reports for Title II and/or Title XVI §123.4 Veterans Administration Records §123.4.1 Alternative Form: Authorization for Release of Veterans’ Service Records §123.5 Driving Records §123.6 Criminal/Arrest Records §123.6.1 Authorization for Prison and Parole Records §123.7 Death Certificate and Autopsy Report §123.8 Insurance Records §123.8.1 Alternative Form: Authorization for Insurance Records and Reports §123.9 Department of Health: Authorization to Obtain Department of Health Records and Reports §123.10 Alternative Form: Release of Governmental Agency Records and Reports §123.11 Authorization for Release of Medicaid Records §123.12 Authorization and Release From Medicare Records §124 Employment Records §124.1 Authorization for Union Records §124.2 Alternative Form: Authorization for Employment Records §125 Education Records §125.1 College/University Records: Authorization to Obtain College/University Records §125.2 Alternative Form: Authorization for Release of Educational Records §126 Workers’ Compensation Records §127 Consent to Release Confidential Information §127.1 Authorization to Provide Health Care Information §128 Affidavit Regarding Certification of Records §130 Post-Interview Client Contact §131 “What to Expect” Client Letter §132 Record of Special Damages and Expenses §132.1 Client Letter §132.2 Record §132.3 Medical Device Expense Index §132.4 Medication Expense Index §133 Change of Circumstances §133.1 Change of Circumstances Form §134 Post-Interview Client Questionnaire §134.1 Client Follow-up Letter §134.2 Questionnaire 2. Investigation and Evaluation §200 In General §201 Accident Information Summary Form §210 Investigators §211 Instructions to Investigator §212 Investigation Report Form §212.1 Investigative Report Form: Defense §213 Using Investigators to Obtain Impeachment Evidence §220 Lay Witnesses §221 Lay Witness Investigation Checklist §222 Letter to Prospective Lay Witness §223 Letter Explaining Service of Subpoena §223.1 Sample Subpoena §224 Lay Witness Report Form §230 Insurance Adjusters §230.1 Checklist on Dealing With Insurance Adjusters §240 Medical Experts §240.1 Checklist on Attorney/Physician Cooperation §241 Notice of Representation §242 Requests for Previous Medical History §242.1 Request to Doctor §242.2 Request to Hospital §243 Request for Medical Report §243.1 Form: Request for Psychological Report §243.2 Resources to Locate Mental Health, Psychiatric and Psychological Experts §243.3 Understanding Psychological Assessment of Injury §244 Impartial Medical Expert §244.1 Checklist of Ways to Use Impartial Medical Expert to Plaintiff’s Advantage §245 Subsequent Treating Physician §245.1 Checklist on Dealing With the Subsequent Treating Physician §250 Evaluation and Acceptance or Rejection §251 Case Evaluation Checklist §251.1 Checklist of Statute of Limitations Concerns §251.1.1 Checklist on Use of Borrowing Statutes §251.1.2 List of State Borrowing Statutes §251.2 Checklist on Drafting Effective Complaints §251.3 Checklist on Avoiding Legal Malpractice Claims §252 Damage Evaluation Checklist §252.1 Special Damages Outline §252.1.1 Form: Special Damages Summary §252.2 Non-Economic Loss Calculations §252.3 Loss of Consortium Claims §252.3.1 Checklist for Loss of Spousal Consortium §252.3.2 Checklist for Loss of Parental Consortium §252.3.3 Establishing Damages in Loss of Consortium Claims §252.3.4 Form: Damages Outline for Loss of Consortium Claims §252.3.5 Marital History Checklist §252.4 Damages in Wrongful Death Cases §252.4.1 Checklist of Compensable Elements of Wrongful Death Damages §252.5 Soft Tissue Injury Cases §252.5.1 Checklist on Soft Tissue Injury Evaluation §252.5.2 Understanding Whiplash Injuries §252.5.3 Checklist on Sources of Pain in Soft-Tissue and Whiplash Injuries §252.5.4 Checklist of Injuries and Symptoms Associated With Whiplash Syndrome §252.5.5 Head Injury Cases §252.5.6 Head Injury Without Objective Signs §252.5.7 Dealing With Common Defense Tactics §252.5.8 Diagnosis of Head Injuries §252.5.8.1 Mild Traumatic Brain Injury §252.5.8.2 Using Neuropsychologists to Prove Mild Traumatic Brain Injury §252.5.8.3 Using Other Experts to Prove Mild Brain Injury §252.5.8.4 Sample Form: Diagnosis and Classification of Head Injuries §252.5.9 Fractures §252.5.10 Checklist of Fracture Types §252.5.10.1 Sample Form: Diagnosis and Classification of Fractures §252.5.11 Sample Complaint: Closed Head Injuries and Fractures §252.5.12 Sample Complaint: Hangman’s Fracture §252.5.13 Disc Injury Checklist §252.5.13.1 Sample Form: Diagnosis and Classification of Disc Injury §252.5.14 Pathology Checklist §252.5.15 Sample Complaint: Disc Injury §252.5.16 Sample Complaint: Acute Cervical Spine Injury §252.5.17 Sample Complaint: Disc Injury (Recurrence and Aggravation) §252.6 Past and Future Conditions §252.6.1 Congenital Conditions §252.6.2 Pre-Existing conditions §252.6.3 Future Losses §252.6.4 Checklist on Past and Future Losses §252.7 Life Care Plan §252.7.1 Sample Life Care Plan §252.7.2 Checklist for Life Care Plan §252.7.3 Attacking Life Expectancy Data §252.8 Vocational and Rehabilitation Damages §252.8.1 Checklist for Vocational and Rehabilitation Damages §252.8.2 Form: Diagnosis of Chronic Pain Syndrome §252.9 Psychological Injuries §252.9.1 Anxiety/Depression §252.9.2 Post-Traumatic Stress Disorder §252.9.3 Chronic Pain Syndrome §252.9.3.1 Diagnostic Criteria for Pain Disorder §252.9.3.2 Diagnostic Criteria to Assist Treating Physician in Determining Effects of Pain §252.9.3.3 Using Anatomical and Physiological Tests to Diagnose Chronic Pain §252.9.3.4 Methods of Valuing Chronic Pain §252.9.4 Checklist for Psychological Injuries §252.9.5 Sexual Assault, Criminal Acts and Psychological Injuries §252.9.6 Checklist on Factitious Disorders §252.9.6.1 Checklist to Attack Psychological Injury Evidence §252.9.7 Checklist on Malingering §252.9.8 Checklist on Post-Concussional Disorders §252.9.8.1 Checklist on Recovering Disfigurement Damages §252.9.9 Checklist on Mild Neurocognitive Disorders §252.9.10 Checklist on Defensive Functioning Scale §252.9.11 Checklist on Global Assessment Of Functioning (GAF) Scale §252.9.12 Global Assessment of Relational Functioning (GARF) Scale §252.9.13 Social and Occupational Functioning Assessment Scale (SOFAS) §253 Fee Agreement §254 Agreement With Referring Attorney §254.1 Pro Hac Vice Application §255 File Organization §255.1 Tracking Medical Costs §255.1.1 Tracking Information From Health Care Providers Form §255.1.2 Medical Expense Index Form §255.2 Review of Medical Records §255.3 Medical Summaries §255.4 Home Health Care Expense Index §255.5 Sample: Medical Affidavit §255.6 Reading Medical Records §256 Case Rejection Letter §257 Checklist of Considerations of Whether to Bring Action in State or Federal Court §258 Case Evaluation Table §259 Recovering Attorneys’ Fees as Damages 3. Experts §300 In General §310 Expert Witness Interview Questionnaire §320 Expert Checklist §321 Secure Expert’s Credibility §330 Expert Transmittal Letter §331 Expert Witness Discovery §331.1 Checklist on Expert Witness Discovery §331.2 Sample Expert Witness Interrogatory §331.3 Expert Witness Video Deposition §340 The Daubert Standard §341 Daubert on Remand §342 Non-Scientific Expert Evidence and Daubert: The Kumho Tire Case §343 Federal Reference Manual on Scientific Evidence §343.1 Federal Reference Manual on Scientific Evidence (Second Edition) §344 Daubert and the Abuse of Discretion Standard §345 Guidelines to Understand and Evaluate Validity of Scientific Expert Testimony §346 Daubert/Kumho Tire Type Interrogatories §347 Codification of Daubert/Kumho Tire §348 Amendments to Lay Opinion Testimony §349 Daubert Hearings: Courts Not Bound by Rules of Evidence §349.1 The Treatment of Daubert and Its Trilogy in State Court §350 Checklist of Suggestions on Using an Expert §350.1 Checklist on Communicating With Experts §350.2 Checklist for Deposing Expert Witness §350.3 Sample Form: Notice of Deposition of Expert Witness (With Production of Documents for Deposition) §350.4 Sample Form: Notice of Videotaped Deposition of Expert Witness (With Production of Documents for Deposition) §351 Use of Particular Experts §351.1 Checklist for Using Medical Experts §351.2 Checklist for Cross-Examination of a Medical Expert §351.3 What to Look for in Medical Reports §351.3.1 Lost, Missing or Altered Medical Reports §351.4 Life Care Planner §351.4.1 Checklist for Using a Life Care Planner §351.5 Checklist for Examination of a Life Care Planner §351.5.1 Interrogatories to Life Care Planner §351.5.2 Notice of Videotaped Deposition of Life Care Planner (With Production of Documents for Deposition) §351.6 Vocational Rehabilitation Experts §351.7 Checklist for the Examination of a Vocational Rehabilitation Expert §351.7.1 Interrogatories to Vocational Rehabilitation Expert §351.7.2 Sample Form: Notice of Videotaped Deposition of Vocational Rehabilitation Expert (With Production of Documents) §351.8 Psychological Experts §351.9 Checklist for Using a Psychological Expert §351.9.1 Checklist for Examination of a Psychological Expert §351.9.2 Interrogatories to Psychological Expert §351.9.3 Additional Research Sources §351.9.4 Sample Form: Neuropsychiatric Exam §352 Checklist for Using an Economist §353 Checklist for Examination of an Economist §354 What to Look for in an Economist’s Report §355 Interrogatories to Economist §355.1 Checklist for Using Accountant §355.2 Interrogatories to Economist/Accountant §355.3 Sample Form: Notice of Videotaped Deposition to Economist/Accountant §356 Checklist for Using Engineers §356.1 Checklist for Cross-Examination of an Engineer §356.2 What to Look for in an Engineer’s Report §356.2.1 Interrogatories to Engineer §356.2.2 Notice of Videotaped Deposition to Engineer §356.3 Checklist for Using Forensic Safety Analyst §356.3.1 Interrogatories to Forensic Safety Analyst §356.3.2 Notice of Videotaped Deposition to Forensic Safety Analyst §356.4 Checklist on International Safety Requirements §357 Checklist for Using an Ergonomist (Human Factors Engineer) §357.1 Checklist for Cross-Examination of an Ergonomist §357.2 What to Look for in an Ergonomist’s Report §357.3 Interrogatories to Ergonomist §357.4 Notice of Videotaped Deposition to Ergonomist §357.5 Accident Reconstruction Expert §357.6 Interrogatories to Accident Reconstruction Expert §358 Court Appointed Experts §359 Checklist on Disqualifying Expert Witnesses §360 Checklist on Obtaining Scientific Research and Data 4. Discovery §400 Discovery Organization §400.1 December 2000 Amendments to the Federal Rules of Civil Procedure §400.2 Duties Imposed by Rule 30(b)(6) Depositions §400.3 Sample Form: Notice of Rule 30(b)(6) Deposition §400.4 Motion for a Protective Order (High-Ranking or “Apex” Corporate Official Deposition) §401 Using Written Discovery Effectively §401.1 Obtaining Information §401.2 Order of Discovery §401.3 Organizing and Using Discovery Information §401.4 Checklist on Using Discovery Effectively
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